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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,532 | $67,352+55.2% | $60,899+71.6% | $134,509-22.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -6.27% | 49.99%-56.3pp | 16.92%-23.2pp | 418.13%-424.4pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17 | $4,585-99.6% | $3,225-99.5% | $11,427-99.9% |